Chad Morris – Chartered Financial Planner & Director
Providing expertise in: Financial Planning, Trusts & Charities, Retirement Planning, Long-term Care
Chad Morris joined Norfolk & Suffolk in 2001, becoming a director of the firm in 2005. Chad advises on all areas of financial planning for individual clients, trustees and charities, focusing on retirement planning, investment advice and long term care planning.
As well as holding specialist taxation, trust planning, care fee planning and investment qualifications, Chad became a chartered financial planner in 2006.
His career in financial services started back in 1998 after graduating with a degree in Natural Sciences from the University of East Anglia.
Outside of work, Chad’s three sons keep him busy, with one sharing his enthusiasm for all things Norwich City. He is still working on the other two!
“We are proud of our Chartered status, which we have achieved by satisfying rigorous criteria relating to our professional qualifications and ethical good practice.
It means you can be confident that you are dealing with a firm that is wholly committed to providing the best possible advice, service and support.”